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Dimensional US Marketwide Value ETF

566 hedge funds and large institutions have $8.9B invested in Dimensional US Marketwide Value ETF in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 174 increasing their positions, 199 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 15

15% more capital invested

Capital invested by funds: $7.73B → $8.9B (+$1.17B)

3.24% more ownership

Funds ownership: 81.21%84.46% (+3.2%)

3% more funds holding

Funds holding: 549566 (+17)

0% more funds holding in top 10

Funds holding in top 10: 8989 (0)

13% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 199

Holders
566
Holders Change
+17
Holders Change %
+3.1%
% of All Funds
8.15%
Holding in Top 10
89
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.28%
New
41
Increased
174
Reduced
199
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
451
Lockerman Financial Group
California
$279K
WWM
452
Whalen Wealth Management
Nevada
$278K
LFP
453
Leeward Financial Partners
Washington
$278K
RWM
454
Rockwood Wealth Management
Pennsylvania
$276K +$258K +6,755 New
LIM
455
Leavell Investment Management
Alabama
$276K
MCA
456
Maryland Capital Advisors
Maryland
$275K
FMWA
457
Forvis Mazars Wealth Advisors
Missouri
$274K -$3.78K -99 -1%
HPA
458
High Probability Advisors
New York
$272K +$254K +6,646 New
CP
459
Coho Partners
Pennsylvania
$272K -$68.8K -1,800 -21%
BW
460
Bison Wealth
Georgia
$271K
ACI
461
Alpha Cubed Investments
California
$266K +$248K +6,504 New
M
462
MOTCO
Texas
$266K
WTA
463
Washington Trust Advisors
Massachusetts
$265K
OC
464
Oakworth Capital
Alabama
$262K -$222K -5,803 -48%
WW
465
Waterfront Wealth
Kansas
$261K
BOC
466
Bull Oak Capital
California
$259K -$8.29K -217 -3%
BMCM
467
Bryn Mawr Capital Management
Pennsylvania
$258K
RWM
468
RKL Wealth Management
Pennsylvania
$257K
OWM
469
Orgel Wealth Management
Wisconsin
$257K
CAG
470
Csenge Advisory Group
Florida
$256K -$191K -5,000 -44%
SPWG
471
Syntegra Private Wealth Group
Missouri
$256K -$4.7K -123 -2%
ASN
472
Advisory Services Network
Georgia
$251K +$78.6K +2,057 +50%
OPCM
473
Osborne Partners Capital Management
California
$249K +$232K +6,086 New
WAOI
474
Wealth Advisors of Iowa
Iowa
$245K
PIA
475
Perennial Investment Advisors
California
$244K

DFUV Hedge Fund Activity: Q1 2024 in Review

566 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Marketwide Value ETF (DFUV) for Q1 2024, worth a combined $8.9B — up 15% from $7.73B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new DFUV positions and 15 closed out — a net gain of 26 holders — while 174 added to existing stakes and 199 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $215M. The largest seller was Carlson Capital Management, cutting an estimated $24.1M.

  • 566 institutional investors held Dimensional US Marketwide Value ETF (DFUV) as of Q1 2024, up from 549 in Q4 2023.
  • Funds reported $8.9B of Dimensional US Marketwide Value ETF stock for Q1 2024, up 15% quarter-over-quarter.
  • 41 funds opened new Dimensional US Marketwide Value ETF positions in Q1 2024 and 15 closed out, a net change of +26 holders.
  • The largest Dimensional US Marketwide Value ETF buyer in Q1 2024 was Mercer Global Advisors, an estimated $215M added.
  • The largest Dimensional US Marketwide Value ETF seller in Q1 2024 was Carlson Capital Management, an estimated $24.1M sold.

Based on aggregated 13F filings for Q1 2024.